Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
Women in WealthTech: Estee Jimerson of Envestnet
By Janet LevauxThe Managing Director/Head of Asset Manager Distribution shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Women in WealthTech: Clara Shih of Hearsay SystemsThe Founder and CEO shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Behind the Screen: 16 Top Women in WealthTechInvestment Advisor proudly presents its inaugural list of the most influential female financial professionals in the field of technology.
January 31, 2019
Women in WealthTech: Danielle 'Dani' Fava of TD Ameritrade InstitutionalThe Director of Innovation shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Could You Be Disrupted?Changing demographics and expectations already are challenging the traditional advisory model.
January 31, 2019
Start 2019 Right by Syncing Your Personnel ProtocolsCompliance for advisors doesn't only mean SEC issues. Indeed, several internal factors can trip up advisors, especially with personnel.
January 31, 2019
Women in WealthTech: Michelle Feinstein of BNY Mellon PershingThe Director for Technology Client Engagement shares her views on everything from what keeps her up at night to her favorite apps.
January 31, 2019
Women in WealthTech: Neesha Hathi of Charles SchwabThe Executive Vice President and Chief Digital Officer shares her views on everything from what keeps her up at night to her favorite apps.